Portfolio Management Services (PMS)Compare Schemes
Electrum - Laureate Portfolio vs Tcg India Investment Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Electrum - Laureate Portfolio
Tcg India Investment Opportunities Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.93%
4.64%
6 Months
27.08%
20.32%
1 Year
22.70%
29.93%
3 Years
18.13%
—
5 Years
21.00%
—
Since Inception
30.05%
15.24%
Fund Age
5 yrs 9 mo
1 yr 9 mo
AUM
₹670.5 Cr
₹3.17 Cr
Alpha – 1 Year
17.98%
25.21%
Alpha – 3 Years
6.04%
—
Information Ratio – 3 Years
0.67
—
Volatility – 1 Year
26.20%
24.54%
Volatility – 3 Years
22.70%
—
Beta – 1 Year
1.32
1.19
Beta – 3 Years
1.09
—
Sharpe Ratio – 1 Year
0.70
0.97
Sharpe Ratio – 3 Years
0.71
—
Worst Rolling Year
15.94%
—
Value at Worst Rolling Year
₹1.16 Cr
—
Deepest Drawdown
−31.21%
−12.48%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
25.64%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
S 95%
L 28% · M 19% · S 50%
Number of Stocks
26
36
Portfolio P/E
27.00
71.00
Top 5 Holdings
XPRO India Ltd
Ujjivan Small Finance Bank Ltd
Universal Cables Ltd
City Union Bank Ltd
Venus Pipes & Tubes Ltd
Welspun Corp Ltd · 4.98%
GE Vernova T&D India Ltd · 4.59%
Reliance Industries Ltd · 4.58%
Larsen & Toubro Ltd · 4.42%
Hitachi Energy India Ltd · 4.36%
Top Sectors
Capital Goods · 22.92%
Consumer Services · 13.46%
Automobile and Auto Components · 12.68%
Capital Goods · 56.15%
Telecommunication · 5.56%
Metals & Mining · 5.54%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / – / –